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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.28B
Franklin U.S. Small Cap Equity IS
Price$15.39
Change-$0.20 (-1.28%)
VolumeN/A
Net Assets122.4M
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX commentary
Oct 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTHFX is a Hold and LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. LMBMX (122M). FTHFX pays higher dividends than LMBMX: FTHFX (0.69) vs LMBMX (0.64). FTHFX was incepted earlier than LMBMX: FTHFX (14 years) vs LMBMX (14 years). LMBMX (0.96) is less costly to investors than FTHFX (0.63). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (41.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. LMBMX annual gain was more profitable for investors over the last year : 13.60 vs. FTHFX (3.35). FTHFX return over 5 years is better than : 99.10 vs. LMBMX (40.33).
| FTHFX | LMBMX | FTHFX / LMBMX | |
| Total Expense Ratio | 0.63 | 0.75 | 84% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 10.964 | 17.306 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 122M | 9,262% |
| Annual Yield % from dividends | 0.69 | 0.64 | 109% |
| Returns for 1 year | 3.35 | 13.60 | 25% |
| Returns for 3 years | 59.30 | 48.39 | 123% |
| Returns for 5 years | 99.10 | 40.33 | 246% |
| Returns for 10 years | 174.12 | 26.34 | 661% |
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